Roadclipper Enterprises Inc. 401(K) Plan — Form 5500 plan (Roadclipper Enterprises Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Roadclipper Enterprises Inc. 401(K) Plan is a benefit plan reported by Roadclipper Enterprises Inc. under EIN 75-2356296 and plan number 001. The latest loaded filing year is 2023. The filing reports 525 participants and $4,213,767 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Roadclipper Enterprises Inc.
- EIN
- 75-2356296
- Plan number
- 001
- Plan type
- 2
- Location
- Mount Pleasant, TX
- Latest filing year
- 2023
- Participants
- 525
- End-of-year plan assets
- $4,213,767
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 525 | H, C | 20241202151739NAL0001038723001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,213,767
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,213,767
- Net assets (BOY)
- $2,667,456
Income & contributions
- Employer contributions
- $454,056
- Participant contributions
- $591,959
- Total contributions
- $1,376,341
- Total income / additions
- $1,915,539
Expenses & distributions
- Benefits paid
- $335,857
- Administrative expenses
- $33,371
- Total expenses
- $369,228
- Net increase / (decrease)
- $1,546,311
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $15,280 | $0 | 2023 |
| The Hays Financial Group, LLC | INVESTMENT ADVISOR | $12,739 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,352 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Roadclipper Enterprises Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Mount Pleasant, TX
- Empower Annuity Insurance Company O — Schedule C compensation
- The Hays Financial Group, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation